Do youTRULYknow how to manage a trust?
Whether you are the trustee of your own trust, or a successor trustee of someone else's trust, there are proper and improper decisions and methods to trust & estate management that could leave lasting effects on generations!
If you answer "No" or"Not Sure" to any of these questions, you can't afford
to miss this enlightening presentation...
- Do you know how to split a revocable trust when your spouse passes away?
- Do you know the 3 people who should be involved in your estate plan?
- Do you know why you may want to re-think giving assets outright to your children when you pass away?
- Do you know how to protect your heirs from creditors, divorces, litigation, & claims?
Estate Planning Freedom
Could be one
seminar away...
TOPICS:
Why having a will means you WILL go to probate.
Why most ultra-wealthy individuals own NOTHING.
Why integrating your estate, tax, & investment plans is so important.
Why having a revocable trust may cost you more in taxes.
Why your retirement plans (IRA's, etc) should be in your trust, and how to do it-- the RIGHT way.
And Many More...
Frequently Asked Questions:
Presentation Style:
The "Trusts & Beyond" presentation is a dinner seminar held at (or catered by) some of the
Valley's finest restaurants & seminar venues. Dinner will be served throughout the course of
our presentation.
Length of Presentation:
The length of the entire seminar is approximately two hours, and speaker John Cartolano, as well as host
Jayson Walker, are available after the seminar to answer any of your specific questions.
Dress Attire:
Attire is dress/casual. Wear what you would feel comfortable wearing in a fine dining
establishment. Please do bring a jacket or sweater, as the rooms tend to be on the cold side.
Menu Options:
Dinner is 3 courses, with several entree and dessert options. We also accomodate vegetarian
needs upon request.
Our Mindset:
This seminar is for educational purposes only. No products of any kind will be promoted or
sold. We give these presentations to provide what we feel is imperative information to the
public, while allowing you to get a feel for our firm-- "to kick the tires"-- so to speak.
Who Should Attend?
Whether or not you have a trust, you cannot afford to miss this informative presentation. If you
are looking to know more about trusts and estate management from an unbiased viewpoint --
you have come to the right place.
Who Should NOT attend?
Our seminar is not intended for the education of financial, legal, or real estate professionals.
Professionals may attend, for a fee. For cost and more information, please contact our office at
480-751-2844.
In addition, since seating is limited, and we do our best to ensure space for those who have not
seen our presentation, our seminar is limited to first-time adult attendees only please. If you are
unsure if you have previously attended this seminar, please call Director of Marketing/Estate
Planning Liaison Kristi Cartolano at 602-230-8222.
Fee:
At this present time, we are not charging any fees to attend "Trusts & Beyond".
For financial, legal, and real estate professionals looking to gain information/education, a fee
will apply. Please call 602-230-8222 and ask to speak to John Cartolano or Jayson Walker.
If you want to learn the Basics of Trust Management
as well as Advanced Strategies to potentially help you
reap the Benefits,
avoid costly Pitfalls &
debunk the Myths
surrounding Trusts & Estate Planning...
This is the seminar for you.
John M. Cartolano
Our speaker is John M. Cartolano, founder and managing member
of NetVEST Financial, LLC. A financial advisor with LPL Financial,
the nation's leading independent financial services firm*, John
has been providing straight-forward investment and estate
planning advice to Arizona individuals, families and businesses
for over 20 years.
After witnessing the lack of educational follow-through by various
law firms and other trust drafting companies, Mr. Cartolano decided
to fill the need. He has been providing educational trust seminars across the Valley for over a decade to address the questions that many
people have before, as well as after creating a trust.
As a veteran estate planner, Mr. Cartolano has reviewed thousands of trust documents and has seen numerous cases in which people’s
good intentions and the net worth of their estates were damaged by motived legal advice, estate taxes, creditors, divorce, litigation,
improper trust funding, incorrect or incomplete trust documents, and oftentimes just a lack of understanding on the subject in general.
Mr. Cartolano is not an estate planning attorney. He provides the education, creative strategies and foundation for an experienced estate
planning attorney or legal document preparation company (both of whom NetVEST Financial LLC has long-standing relationships with) to
draft the right documents.
He is a member of the National Association of Investment Professionals and his firm, NetVEST Financial LLC, has long been a member of
goodstanding with the Better Business Bureau. Mr. Cartolano has been honored by Barron's multiple times at their Phoenix Winner's Circle
Conferences for being one of the nation's top independent financial advisors**.
*As reported in Financial Planning magazine, June 1996-2018, based on total revenues.
**Factors included in the rankings: assets under management, revenue produced for the firm, client satisfaction, regulatory record, and
philanthropic work.
Learn From A Seasoned Professional
23207 N. Scottsdale Rd
Scottsdale, AZ 85255
16489 N. Scottsdale Rd.
Scottsdale, AZ 85254
TRUSTS & BEYOND SEMINARS WILL RESUME IN SEPTEMBER 2018 AND
UPCOMING DATES WILL BE PLACED ON THIS SITE IN AUGUST. FOR QUESTIONS, PLEASE CONTACT
KRISTI CARTOLANO AT KRISTI@NETVESTLLC.COM
These seminars have limited seating and fill quickly!
- Choose one of the dates that best fits your schedule.
- Call 480-751-2878 or click
To reserve your seats today!
Join Us...
For an enlightening dinner presentation.
Questions?
Kristi Cartolano: 602-230-8222
NetVEST Financial LLC
9059 E. Bahia Drive
Scottsdale, AZ 85260
To learn more about NetVEST Financial LLC visit:
Your privacy is important: we never share information with
anyone, anywhere, anytime!
Call and leave a voicemail on our SEMINAR LINE and we will contact you within 48 hours to confirm your reservation. For messages left over the weekend we will return your call the next business day. Please leave the following 4 pieces of information on the voicemail:
- Your full name and full name of guest or spouse attending
- The date you wish to attend
- Your phone number
- Your address (for confirmation purposes only)
480-751-2878 - SEMINAR RESERVATION LINE
Online or By Phone
2 Ways To Register:
Knowledge IS Power
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Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. A Registered Investment Advisor. LPL Financial does not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, HI, IL, IN, IA, KS, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI, WY.